0001085146-19-002547.txt : 20191016 0001085146-19-002547.hdr.sgml : 20191016 20191016144442 ACCESSION NUMBER: 0001085146-19-002547 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191016 DATE AS OF CHANGE: 20191016 EFFECTIVENESS DATE: 20191016 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SimpliFi, Inc. CENTRAL INDEX KEY: 0001716983 IRS NUMBER: 274431950 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18284 FILM NUMBER: 191152649 BUSINESS ADDRESS: STREET 1: 9666 BUSINESSPARK AVE STREET 2: SUITE 111 CITY: SAN DIEGO STATE: CA ZIP: 92131 BUSINESS PHONE: 8586956600 MAIL ADDRESS: STREET 1: 9666 BUSINESSPARK AVE STREET 2: SUITE 111 CITY: SAN DIEGO STATE: CA ZIP: 92131 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001716983 XXXXXXXX 09-30-2019 09-30-2019 false SimpliFi, Inc.

9666 BUSINESSPARK AVE SUITE 111 SAN DIEGO CA 92131

13F HOLDINGS REPORT 028-18284 N Lauren Torres 858-695-6600 /s/ Lauren Torres San Diego CA 10-15-2019 0 19 168560 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 7827 55136 SH SOLE 0 0 55136 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 420 2019 SH SOLE 0 0 2019 ISHARES TR IBOXX INV CP ETF 464287242 24676 193571 SH SOLE 0 0 193571 ISHARES TR MSCI EAFE ETF 464287465 983 15077 SH SOLE 0 0 15077 ISHARES TR RUSSELL 2000 ETF 464287655 11734 77531 SH SOLE 0 0 77531 ISHARES TR SHORT TREAS BD 464288679 14196 128334 SH SOLE 0 0 128334 ISHARES TR MIN VOL EAFE ETF 46429B689 20302 277054 SH SOLE 0 0 277054 ISHARES TR ESG USD CORPT 46435G193 227 8638 SH SOLE 0 0 8638 KRANESHARES TR QUADRTC INT RT 500767736 5835 229588 SH SOLE 0 0 229588 NORTHROP GRUMMAN CORP COM 666807102 358 956 SH SOLE 0 0 956 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 260 10351 SH SOLE 0 0 10351 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 339 6694 SH SOLE 0 0 6694 SPDR S&P 500 ETF TR TR UNIT 78462F103 3754 12650 SH SOLE 0 0 12650 SPDR SERIES TRUST BLOMBERG BRC INV 78468R200 3007 97756 SH SOLE 0 0 97756 SPDR SERIES TRUST MSCI USA STRTGIC 78468R812 18301 206189 SH SOLE 0 0 206189 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 3843 82973 SH SOLE 0 0 82973 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 33856 687719 SH SOLE 0 0 687719 VANGUARD GROUP DIV APP ETF 921908844 17001 142175 SH SOLE 0 0 142175 VERIZON COMMUNICATIONS INC COM 92343V104 1641 27191 SH SOLE 0 0 27191